FINANCIAL STEWARD ASSOCIATES, LLC
CRD #110594 SEC #801-126558 BOULDER, CO 303-444-5440
SEC Registered
Total AUM
--
Discretionary
--
Employees
7
Clients
10
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2024 | $218M | $218M | $0 | 7 | 0 |
| Apr 2023 | $196.1M | $196.1M | $0 | 7 | 125 |
| Feb 2023 | $196.1M | $196.1M | $0 | 7 | 125 |
| Aug 2022 | $195M | $195M | $0 | 8 | 125 |
DateFeb 2024
Total AUM$218M
Discretionary$218M
Non-Disc.$0
Employees7
Clients0
DateApr 2023
Total AUM$196.1M
Discretionary$196.1M
Non-Disc.$0
Employees7
Clients125
DateFeb 2023
Total AUM$196.1M
Discretionary$196.1M
Non-Disc.$0
Employees7
Clients125
DateAug 2022
Total AUM$195M
Discretionary$195M
Non-Disc.$0
Employees8
Clients125